Franklin India Opportunities Fund vs Quant ESG Equity Fund Regular compare
Franklin India Opportunities Fund - Growth
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Fund | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹8189 Cr | ₹288 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Feb 2000 | 05 Nov 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 100 ESG TRI |
| Turn Over | 84.04% | % |
| Expense Ratio | 1.79 | 2.42 |
| Manager | R Janakiraman | Sanjeev Sharma |
| ISIN Code | INF090I01841 | INF966L01AB8 |
| Exits Load | Franklin India Opportunities Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | -1.33% | 0.99% |
| 6 Month | 4.45% | 0.42% |
| 1 Year | 1.35% | -3.61% |
| 3 Year | 27.38% | 13.41% |
| 5 Year | 24.09% | 24.82% |
SIP Return Analysis
| Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.32% | 2.87% |
| 1 Year | 12.93% | 11.37% |
| 3 Year | 22.66% | 11.02% |
| 5 Year | 23.29% | 15.87% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.47% | 19.31% |
| 3 Year | 17.4% | 23.01% |
| 5 Year | 15.39% | 26.68% |
Risk Management
| Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.87% | 18.756% |
| Sharp | 1.34% | 0.643% |
| Beta | 1.02% | 1.112% |
| Alpha | 10.53% | 6.426% |
Fund Managers
| Scheme Name | Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Name | R Janakiraman | Sanjeev Sharma |
| Total AUM | ₹50034 Cr | ₹39731 Cr |
| Funds Managed | 8 | 22 |
| Franklin India Opportunities Fund - Growth | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 8.69 | 45.25 |
| Large Cap | 47.16 | 46.52 |
| Mid Cap | 14.15 | 5.28 |
| Small Cap | 29.98 | 2.95 |
Sector Allocation
| Scheme Name |
Franklin India Opportunities Fund - Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 8.69 | 28.37 |
| Petroleum Products | 3.02 | - |
| Retailing | 4.29 | - |
| Construction | 0.82 | - |
| Consumer Durables | 1.94 | - |
| Diversified FMCG | 1.62 | - |
| Banks | 18.64 | - |
| Chemicals & Petrochemicals | 3.38 | - |
| Pharmaceuticals & Biotechnology | 7.7 | - |
| Electrical Equipment | 0.78 | - |
| IT - Software | 6.97 | - |
| Industrial Manufacturing | 2.1 | - |
| Automobiles | 7.83 | - |
| Healthcare Services | 5.29 | - |
| Telecom - Services | 5.46 | - |
| Industrial Products | 4.16 | - |
| Financial Technology (Fintech) | 2.37 | - |
| Cement & Cement Products | 1.66 | - |
| Fertilizers & Agrochemicals | 1.27 | - |
| Transport Services | 1.62 | - |
| Auto Components | 1.01 | - |
| Power | 2.61 | - |
| Finance | 1.23 | - |
| Realty | 0.55 | - |
| Insurance | 2.29 | - |
| Leisure Services | 2.59 | - |
| Paper, Forest & Jute Products | 0.09 | - |
| Technology | - | 3.96 |
| Consumer Cyclical | - | 12.71 |
| Basic Materials | - | 4.51 |
| Financial Services | - | 2.95 |
| Utilities | - | 20.62 |
| Real Estate | - | 10.19 |
| Healthcare | - | 4.64 |
| Energy | - | 4.5 |
| Consumer Defensive | - | 7.53 |
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